# Salesportl Account Handoff

> Produce structured SalesPortl handoff notes as draft CRM-ready content.

- Skill: `danthamanvoiss/salesportl-account-handoff` (Agent Skill)
- Install (CLI): `npx skillmds@latest add danthamanvoiss/salesportl-account-handoff`
- Raw SKILL.md: https://api.skillmd.com/api/skills/danthamanvoiss/salesportl-account-handoff/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: danthamanvoiss (https://skillmd.com/u/danthamanvoiss)
- Updated: 2026-09-22
- Page: https://skillmd.com/skills/danthamanvoiss/salesportl-account-handoff

---


## Purpose
Turn sales-stage context into a structured implementation handoff draft for account teams.

## Use when
- Deal is moving from sales to delivery/client success.
- Need consistent account notes for CRM entry.

## Required inputs
- Client context, scope summary, and stakeholders.
- Known risks, commitments, and timeline targets.
- Workspace reference placeholder: [SalesPortl workspace/link].

## Safety/authority
- Draft-only output; this skill never writes to SalesPortl or third-party systems.
- No invented commitments or undocumented promises.
- Minimize personal data and include only operationally necessary details.

## Workflow
1. Summarize deal context and goals.
2. Map stakeholders, approvals, and communication cadence.
3. List delivery dependencies, open questions, and risks.
4. Format as CRM/account handoff note.

## Output format
```
- Account summary
- Stakeholders
- Scope snapshot
- Risks/open questions
- First 30-day priorities
```

## Quality checks
- All commitments trace to supplied evidence.
- Action owners and due windows are clear.
- No direct system-write instruction present.

## Related skills
proposal-scope-draft, client-onboarding-plan, monthly-client-review